Civic Intelligence

Michael Lee Environmental Foundation

990PF • Fiscal year 2011 • EIN 77-0519788

Jan 01, 2011 to Dec 31, 2011 • Filed on Aug 08, 2012

Organization Profile
1922 The Alameda No 20995126
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

99th percentile

$74,580

Higher top officer pay than 99% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

$848,626

No earlier filing loaded for comparison.

Net Assets

$848,626

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$289,279

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2011: $848,626Liabilities 2011: $0Net Assets 2011: $848,6262011Assets 2012: $696,588Liabilities 2012: $0Net Assets 2012: $696,5882012

Highlighted filing

2011

Assets$848,626
Liabilities$0
Net Assets$848,626
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0Expenses 2011: $289,2792011Expenses 2012: $221,6362012

Highlighted filing

2011

Revenue-
Expenses$289,279
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Aug 8, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RALPH SCHARDTExecutive DirectorFT$74,580-$74,580
KAREN METZVice President-$0--
MIKE KUTILEKPast President-$0--
JENNIFER SEGUINDirector-$0--
KAREN BECKSecretary-$0--
MONIQUE LEEPresident-$0--
SAM LEETreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantKUSP PUBLIC RADIO STATIONENVIRONMENTAL EDUCATION THEMED PROGRAMMING WITH/FOR OTHER SUPPORTED NONPROFITSNONPROFIT ORGANIZATISANTA CRUZ, CA, US$20,500
Paid GrantO'NEILL SEA ODYSSEYYEAR-LONG SUPPORT FOE EDUCATION PROGRAMSNONPROFIT ORGANIZATISANTA CRUZ, CA, US$20,000
Paid GrantPREDATORY BIRD RESEARCH GROUP LONG MARINE LABORATORY USUCENVIRONMENTAL PROGRAM SUPPORTNONPROFIT ORGANIZATISANTA CRUZ, CA, US$15,580
Paid GrantENVIRONMENTAL VOLUNTEERSSTIPEND FOR ENVIRONMENTAL ACTIVITYNONPROFIT ORGANIZATIPALO ALTO, CA, US$15,125
Paid GrantCOMMITTEE FOR GREEN FOOTHILLS PENINSULA CONSERVATION CENTERPUBLIC EDUCATION AND FORUMSNONPROFIT ENVIRONMENPALO ALTO, CA, US$14,478
Paid GrantSJSU TOWER FOUNDATIONSCHOLARSHIPS FOR ENVIRONMENTALLY THEMES DEGREENONPROFIT ORGANIZATISAN JOSE, CA, US$13,200
Paid GrantVEGGIELUTION COMMUNITY FARMENVIRONMENTAL EDUCATION AND SUPPORTIVE PROJECT COSTSNONPROFIT ORGANIZATISAN JOSE, CA, US$10,500
Paid GrantVIDA VERDEENVIRONMENTAL EDUCATION AND SUPPORTIVE PROJECT COSTSNONPROFIT ORGANIZATISAN GREGORIO, CA, US$7,348
Paid GrantPOST - PENINSULA OPEN SPACE TRUSTSUPPLOT FOR PUBLIC EDUCATION FORUMNONPROFIT ORGANIZATIPALO ALTO, CA, US$6,500
Paid GrantPRBO - POINT REYES BIRD OBSERVATORYENVIRONMENTAL EDUCATION PROJECTNONPROFIT ORGANIZATIPETALUMA, CA, US$6,238
Paid GrantSILICON VALLEY BICYCLE COALITIONPILOT EDUCATION PROGRAM WITH LOCAL SCHOOLNONPROFIT ORGANIZATISAN JOSE, CA, US$6,109
Paid GrantACTERRAENVIRONMENTAL EDUCATION ACTIVITYNONPROFIT ENVIRONMENPALO ALTO, CA, US$5,900
Paid GrantGUADALUPE RIVER PARK CONSERVANCYSUPPORT FOR ONE DAY ENVIRONMENTAL EDUCATION PROJECTNONPROFIT ORGANIZATISAN JOSE, CA, US$4,950
Paid GrantMLML TOWER FOUNDATIONSCHOLARSHIPNONPROFIT ENVIRONMENMOSS LANDING, CA, US$4,400
Paid GrantSANTA CLARA VALLEY AUDUBON SOCIETYENVIRONMENTAL EDUCATION FORUMNONPROFIT ORGANIZATICUPERTINO, CA, US$3,500
Paid GrantPIE RANCHPILOT NEW HIGH SCHOOL EDUCTION PROGRAMNONPROFIT ORGANIZATIPESCADERO, CA, US$2,812
Paid GrantBAY NATURESUPPORT FOR EDUCATIONAL / PUBLISHER FORUMNONPROFIT ORGANIZATIBERKELEY, CA, US$2,500
Paid GrantBOOKSIN ELEMENTARYSUPPORT FOR EDUCATIONAL GARDENLOCAL SCHOOLSAN JOSE, CA, US$1,300
Paid GrantMT MADONNA SCHOOLSUPPORT FOR ONE DAY ENVIRONMENTAL FORUMPRIVATE SCHOOLVATSONVILLE, CA, US$1,000
Paid GrantGERRNBELT ALLIANCESTIPEND FOR ENVIRONMENTAL ACTIVITYNONPROFIT ORGANIZATISAN FRANCISCO, CA, US$750
Paid GrantWOODSIDE HIGH SCHOOLENVIRONMENTAL AWARDSCHOOLWOODSIDE, CA, US$500
Paid GrantGREEN STAR AWARDS SAN JOSE CITY HALLENVIRONMENTAL AWARDPRIVATE AWARDEESAN JOSE, CA, US$500
Filing and Contact Details

Filer

EIN
77-0519788
Raw XML AppendixShowing 400 of 863 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFees/AdjustedNetIncome00
AccountingFeesSchedule/AccountingFees/AdjustedNetIncome10
AccountingFeesSchedule/AccountingFees/Amount04300
AccountingFeesSchedule/AccountingFees/Amount1825
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING
AccountingFeesSchedule/AccountingFees/Category1BOOKKEEPING
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps02150
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps1743
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome02150
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome182
DepreciationSchedule/Depreciation/AdjustedNetIncome00
DepreciationSchedule/Depreciation/AdjustedNetIncome10
DepreciationSchedule/Depreciation/AdjustedNetIncome2141
DepreciationSchedule/Depreciation/AdjustedNetIncome38
DepreciationSchedule/Depreciation/AdjustedNetIncome43
DepreciationSchedule/Depreciation/AdjustedNetIncome50
DepreciationSchedule/Depreciation/AdjustedNetIncome613
DepreciationSchedule/Depreciation/AdjustedNetIncome7173
DepreciationSchedule/Depreciation/AdjustedNetIncome886
DepreciationSchedule/Depreciation/AdjustedNetIncome927
DepreciationSchedule/Depreciation/AdjustedNetIncome1069
DepreciationSchedule/Depreciation/AdjustedNetIncome11109
DepreciationSchedule/Depreciation/AdjustedNetIncome1251
DepreciationSchedule/Depreciation/ComputationMethod0SL
DepreciationSchedule/Depreciation/ComputationMethod1SL
DepreciationSchedule/Depreciation/ComputationMethod2SL
DepreciationSchedule/Depreciation/ComputationMethod3SL
DepreciationSchedule/Depreciation/ComputationMethod4SL
DepreciationSchedule/Depreciation/ComputationMethod5SL
DepreciationSchedule/Depreciation/ComputationMethod6SL
DepreciationSchedule/Depreciation/ComputationMethod7SL
DepreciationSchedule/Depreciation/ComputationMethod8SL
DepreciationSchedule/Depreciation/ComputationMethod9SL
DepreciationSchedule/Depreciation/ComputationMethod10SL
DepreciationSchedule/Depreciation/ComputationMethod11SL
DepreciationSchedule/Depreciation/ComputationMethod12SL
DepreciationSchedule/Depreciation/CostOrOtherBasis0795
DepreciationSchedule/Depreciation/CostOrOtherBasis11197
DepreciationSchedule/Depreciation/CostOrOtherBasis21407
DepreciationSchedule/Depreciation/CostOrOtherBasis3495
DepreciationSchedule/Depreciation/CostOrOtherBasis4200
DepreciationSchedule/Depreciation/CostOrOtherBasis550
DepreciationSchedule/Depreciation/CostOrOtherBasis6173
DepreciationSchedule/Depreciation/CostOrOtherBasis7867
DepreciationSchedule/Depreciation/CostOrOtherBasis8432
DepreciationSchedule/Depreciation/CostOrOtherBasis9189
DepreciationSchedule/Depreciation/CostOrOtherBasis10343
DepreciationSchedule/Depreciation/CostOrOtherBasis11547
DepreciationSchedule/Depreciation/CostOrOtherBasis12441
DepreciationSchedule/Depreciation/CurrentYearExpense00
DepreciationSchedule/Depreciation/CurrentYearExpense10
DepreciationSchedule/Depreciation/CurrentYearExpense2141
DepreciationSchedule/Depreciation/CurrentYearExpense38
DepreciationSchedule/Depreciation/CurrentYearExpense43
DepreciationSchedule/Depreciation/CurrentYearExpense50
DepreciationSchedule/Depreciation/CurrentYearExpense613
DepreciationSchedule/Depreciation/CurrentYearExpense7173
DepreciationSchedule/Depreciation/CurrentYearExpense886
DepreciationSchedule/Depreciation/CurrentYearExpense927
DepreciationSchedule/Depreciation/CurrentYearExpense1069
DepreciationSchedule/Depreciation/CurrentYearExpense11109
DepreciationSchedule/Depreciation/CurrentYearExpense1251
DepreciationSchedule/Depreciation/DateAcquired02004-03-02
DepreciationSchedule/Depreciation/DateAcquired12005-11-21
DepreciationSchedule/Depreciation/DateAcquired22005-12-21
DepreciationSchedule/Depreciation/DateAcquired32006-01-17
DepreciationSchedule/Depreciation/DateAcquired42006-01-17
DepreciationSchedule/Depreciation/DateAcquired52006-02-22
DepreciationSchedule/Depreciation/DateAcquired62006-06-09
DepreciationSchedule/Depreciation/DateAcquired72007-04-02
DepreciationSchedule/Depreciation/DateAcquired82007-04-20
DepreciationSchedule/Depreciation/DateAcquired92007-10-17
DepreciationSchedule/Depreciation/DateAcquired102008-06-16
DepreciationSchedule/Depreciation/DateAcquired112009-11-10
DepreciationSchedule/Depreciation/DateAcquired122011-06-09
DepreciationSchedule/Depreciation/DescriptionOfProperty0COPY MACHINE
DepreciationSchedule/Depreciation/DescriptionOfProperty1LAPTOP COMPUTER
DepreciationSchedule/Depreciation/DescriptionOfProperty2OFFICE FURNITURE
DepreciationSchedule/Depreciation/DescriptionOfProperty3COMPUTER EQUIPMENT
DepreciationSchedule/Depreciation/DescriptionOfProperty4COUCH
DepreciationSchedule/Depreciation/DescriptionOfProperty5TABLE
DepreciationSchedule/Depreciation/DescriptionOfProperty6OTHER OFFICE FURNITURE
DepreciationSchedule/Depreciation/DescriptionOfProperty7COMPUTER
DepreciationSchedule/Depreciation/DescriptionOfProperty8PRINTER
DepreciationSchedule/Depreciation/DescriptionOfProperty9DESK
DepreciationSchedule/Depreciation/DescriptionOfProperty102 GPS SYSTEMS
DepreciationSchedule/Depreciation/DescriptionOfProperty11HP LAPTOP SERIAL#2CE929CK
DepreciationSchedule/Depreciation/DescriptionOfProperty12PRINTER
DepreciationSchedule/Depreciation/Life05.000000000000
DepreciationSchedule/Depreciation/Life15.000000000000
DepreciationSchedule/Depreciation/Life210.000000000000
DepreciationSchedule/Depreciation/Life35.000000000000
DepreciationSchedule/Depreciation/Life45.000000000000
DepreciationSchedule/Depreciation/Life55.000000000000
DepreciationSchedule/Depreciation/Life65.000000000000
DepreciationSchedule/Depreciation/Life75.000000000000
DepreciationSchedule/Depreciation/Life85.000000000000
DepreciationSchedule/Depreciation/Life97.000000000000
DepreciationSchedule/Depreciation/Life105.000000000000
DepreciationSchedule/Depreciation/Life115.000000000000
DepreciationSchedule/Depreciation/Life125.000000000000
DepreciationSchedule/Depreciation/NetInvestmentIncome00
DepreciationSchedule/Depreciation/NetInvestmentIncome10
DepreciationSchedule/Depreciation/NetInvestmentIncome20
DepreciationSchedule/Depreciation/NetInvestmentIncome30
DepreciationSchedule/Depreciation/NetInvestmentIncome40
DepreciationSchedule/Depreciation/NetInvestmentIncome50
DepreciationSchedule/Depreciation/NetInvestmentIncome60
DepreciationSchedule/Depreciation/NetInvestmentIncome70
DepreciationSchedule/Depreciation/NetInvestmentIncome80
DepreciationSchedule/Depreciation/NetInvestmentIncome90
DepreciationSchedule/Depreciation/NetInvestmentIncome100
DepreciationSchedule/Depreciation/NetInvestmentIncome110
DepreciationSchedule/Depreciation/NetInvestmentIncome120
DepreciationSchedule/Depreciation/PriorYearsDepreciation0795
DepreciationSchedule/Depreciation/PriorYearsDepreciation11197
DepreciationSchedule/Depreciation/PriorYearsDepreciation2705
DepreciationSchedule/Depreciation/PriorYearsDepreciation3487
DepreciationSchedule/Depreciation/PriorYearsDepreciation4197
DepreciationSchedule/Depreciation/PriorYearsDepreciation550
DepreciationSchedule/Depreciation/PriorYearsDepreciation6160
DepreciationSchedule/Depreciation/PriorYearsDepreciation7649
DepreciationSchedule/Depreciation/PriorYearsDepreciation8316
DepreciationSchedule/Depreciation/PriorYearsDepreciation986
DepreciationSchedule/Depreciation/PriorYearsDepreciation10172
DepreciationSchedule/Depreciation/PriorYearsDepreciation11127
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0601052
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0601052
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0EDWARD JONES
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount033355
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount09097
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount0612
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount043064
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA043064
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps02893
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm02232
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss05125
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm09097
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps067122
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm07458
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss074580
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0163690
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0163690
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionAdjNetIncm0680
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss0680
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm033355
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss033355
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-246215
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0316602
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm0612
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss0612
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps03050
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss03050
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss09097
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome031040
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblPrps016356
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnss016356
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps09408
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm071
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss09479
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps01346
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm0150
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss01496
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblPrps06480
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm0720
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnss07200
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps05546
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm01393
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss06939
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm0680
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0276575
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm012024
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0289279
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome043064
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses043064
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm0680
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps0112885
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm012024
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0125589
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblPrps0684
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnss0684
IRS990PF/BalanceSheets/AccumDeprecLandBldgAndEquip05621
IRS990PF/BalanceSheets/CapitalStockBOY00
IRS990PF/BalanceSheets/CapitalStockEOY00
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0852673
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0601052
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0601052
IRS990PF/BalanceSheets/InvestmentsMortgageLoansBOY0163090
IRS990PF/BalanceSheets/InvestmentsMortgageLoansEOY0152266
IRS990PF/BalanceSheets/InvestmentsMortgageLoansEOYFMV0131766
IRS990PF/BalanceSheets/LandBuildingAndEquipmentBasis07136
IRS990PF/BalanceSheets/LandBuildingAndEquipmentBOY01754
IRS990PF/BalanceSheets/LandBuildingAndEquipmentEOY01515
IRS990PF/BalanceSheets/LandBuildingAndEquipmentEOYFMV01515
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY01574
IRS990PF/BalanceSheets/OtherAssetsEOY01574
IRS990PF/BalanceSheets/OtherAssetsEOYFMV00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/PrepaidExpensesEOY0690
IRS990PF/BalanceSheets/PrepaidExpensesEOYFMV0690
IRS990PF/BalanceSheets/RetainedEarningsBOY01100901
IRS990PF/BalanceSheets/RetainedEarningsEOY0848626
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY081810
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY091529
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV091529
IRS990PF/BalanceSheets/TotalAssetsBOY01100901
IRS990PF/BalanceSheets/TotalAssetsEOY0848626
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0826552
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY01100901
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0848626
IRS990PF/BalanceSheets/TotalNetAssetsBOY01100901
IRS990PF/BalanceSheets/TotalNetAssetsEOY0848626
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome09097
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis051655
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1255850
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0SEE EDWARD JONES REPORT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1SEE EDWARD JONES REPORT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-830
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss19927
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-830
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses19927
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice050825
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1265777
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-246215
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases06060
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0854686
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY01100901
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0848626
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted047522
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj047522
IRS990PF/DistributableAmount/DistributableAmountBeforeDed047522
IRS990PF/DistributableAmount/MinimumInvestmentReturn047832
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0310
IRS990PF/DistributableAmount/TotalTax0310
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0690
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment01000
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0310
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0690
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0310
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0310
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments01000
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0826552
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0971209
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances086669
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0726862
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable014568
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets0157678
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn047832
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0956641
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0971209
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition040.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition12.50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition22.50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition32.50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition42.50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition52.50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition62.50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation074580
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation60
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc60
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances60
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0RALPH SCHARDT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1KAREN METZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2MIKE KUTILEK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3JENNIFER SEGUIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4KAREN BECK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5MONIQUE LEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName6SAM LEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0EXECUTIVE DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VICE PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2PAST PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title5PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title6TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101461 DARLENE AVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine111281 TOURNEY DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12601 S 15TH ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine132287 RICHLAND AVENUE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine146148 LEAN AVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1515 MANN AVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1615 MANN AVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0SAN JOSE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1SAN JOSE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2SAN JOSE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3SAN JOSE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City4SAN JOSE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City5WATSONVILLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City6WATSONVILLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State4CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State5CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State6CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode095125
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode195131
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode295112
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode395125
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode495123
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode595076
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode695076
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0115554
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0115244
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.120467
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.240875
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.197157
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.066554
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.046404
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.051343
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0956641
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear101198368
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear201448502
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear301944247
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear402375124
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear502029543
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0310
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0276575
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10288657
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20285582
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30129398
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40110215
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50104202
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.602333
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0276265
IRS990PF/QualifyingDistributions/ExpensesAndContributions0276575
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0310
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0276575
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10RALPH SCHARDT
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04082442949
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101922 THE ALAMEDA SUITE 209
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0SAN JOSE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode095126

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$848,626
Liabilities
$0
Net assets
$848,626
Revenue
-
Expenses
$289,279
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2012Detailed filing. Detailed filing data is available for this year.$6.97$0.00$6.97$2.22
2011Detailed filing. Detailed filing data is available for this year.$8.49$0.00$8.49$2.89